Jay
Jensen
Global Assets Advisory, LLC
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About this Advisor
Jay Jensen is a financial advisor who works in Orlando, Florida, with 4 years of relevant experience. Jensen is currently employed by Global Assets Advisory, LLC. During their career, Jensen has held roles at Aflac Insurance, The Strategic Financial Alliance, Inc, Purshe Kaplan Sterling Investments, Global View Capital Insurance, Jensen Financial, LLC, Global View Capital Management, International Assets Advisory, LLC and Global Assets Advisory, LLC. Jensen holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Washington. Global Assets Advisory, LLC is a business operating out of Orlando, FL. It has offices in 13 locations and a total of 20 advisors. It manages $252 million in assets among its 1,377 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 1,377 customer accounts, just 4% belong to high-net-worth individuals who have greater than $1 million in investable assets. The firm offers a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fee types charged by Global Assets Advisory, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Global Assets Advisory, LLC Brokerage Details
$252,058,519
20
1,377
$183,049
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jay Jensen Work History
Jay has been registered as a financial advisor for 4 years.*
International Assets Advisory, LLC
Global Assets Advisory, LLC
Jensen Financial, LLC
Purshe Kaplan Sterling Investments
Global View Capital Management
Global View Capital Insurance
The Strategic Financial Alliance, Inc
Aflac Insurance
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jay Jensen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Global Assets Advisory, LLC
Orlando, FL
Merrillville, IN
Orlando, FL
Baton Rouge, LA
Bridge City, TX
Kamas, UT
Merrillville, IN
Kamas, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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